Earnings Update: Zhejiang Shuanghuan Driveline Co.,Ltd. (SZSE:002472) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts
Earnings Update: Zhejiang Shuanghuan Driveline Co.,Ltd. (SZSE:002472) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts
Zhejiang Shuanghuan Driveline Co.,Ltd. (SZSE:002472) shareholders are probably feeling a little disappointed, since its shares fell 4.6% to CN¥21.60 in the week after its latest full-year results. Revenues came in 2.6% below expectations, at CN¥8.1b. Statutory earnings per share were relatively better off, with a per-share profit of CN¥0.97 being roughly in line with analyst estimates. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.
浙江双环传动有限公司, Ltd.(深圳证券交易所:002472)股东可能会感到有些失望,因为其股价在公布最新全年业绩后的一周内下跌了4.6%,至21.60元人民币。收入比预期低2.6%,为81亿元人民币。法定每股收益相对较好,每股利润为0.97元人民币,与分析师的估计大致一致。根据结果,分析师更新了他们的盈利模式,很高兴知道他们是否认为公司的前景发生了巨大变化,或者业务是否照旧。因此,我们收集了最新的财报后预测,以了解估计对明年的预测。
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Taking into account the latest results, the most recent consensus for Zhejiang Shuanghuan DrivelineLtd from 16 analysts is for revenues of CN¥9.70b in 2024. If met, it would imply a major 20% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to shoot up 22% to CN¥1.20. Before this earnings report, the analysts had been forecasting revenues of CN¥9.78b and earnings per share (EPS) of CN¥1.19 in 2024. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.
考虑到最新业绩,16位分析师对浙江双环传动有限公司的最新共识是,2024年的收入为97.0亿元人民币。如果得到满足,这意味着其收入在过去12个月中将大幅增长20%。预计每股法定收益将激增22%,至1.20元人民币。在本财报发布之前,分析师一直预测2024年的收入为97.8亿元人民币,每股收益(EPS)为1.19元人民币。因此,很明显,尽管分析师已经更新了估计,但在最新业绩公布后,对该业务的预期没有重大变化。
There were no changes to revenue or earnings estimates or the price target of CN¥30.01, suggesting that the company has met expectations in its recent result. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on Zhejiang Shuanghuan DrivelineLtd, with the most bullish analyst valuing it at CN¥35.30 and the most bearish at CN¥25.52 per share. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await Zhejiang Shuanghuan DrivelineLtd shareholders.
收入或收益预期或30.01元人民币的目标股价没有变化,这表明该公司在最近的业绩中达到了预期。但是,还有另一种思考价格目标的方法,那就是研究分析师提出的价格目标范围,因为范围广泛的估计可能表明,对业务可能的结果有不同的看法。对浙江双环传动有限公司的看法有所不同,最看涨的分析师认为其估值为35.30元人民币,最看跌的为每股25.52元人民币。分析师对该业务的看法肯定各不相同,但我们认为,估计的分歧还不够广泛,不足以表明浙江双环传动有限公司股东可能会有极端的结果。
Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. We can infer from the latest estimates that forecasts expect a continuation of Zhejiang Shuanghuan DrivelineLtd'shistorical trends, as the 20% annualised revenue growth to the end of 2024 is roughly in line with the 22% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 19% annually. So although Zhejiang Shuanghuan DrivelineLtd is expected to maintain its revenue growth rate, it's only growing at about the rate of the wider industry.
从现在的大局来看,我们可以理解这些预测的方法之一是看看它们如何与过去的业绩和行业增长预期相比较。我们可以从最新估计中推断,预测预计浙江双环传动有限公司的历史趋势将延续,因为到2024年底的20%的年化收入增长与过去五年22%的年增长率大致一致。相比之下,分析师估计(总计),整个行业的收入将每年增长19%。因此,尽管预计浙江双环传动有限公司将保持其收入增长率,但其增长速度仅与整个行业差不多。
The Bottom Line
底线
The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Happily, there were no real changes to revenue forecasts, with the business still expected to grow in line with the overall industry. The consensus price target held steady at CN¥30.01, with the latest estimates not enough to have an impact on their price targets.
最明显的结论是,该业务的前景最近没有重大变化,分析师的收益预测保持稳定,与先前的估计一致。令人高兴的是,收入预测没有实际变化,预计该业务仍将与整个行业保持一致。共识目标股价稳定在30.01元人民币,最新估计不足以对其目标价格产生影响。
Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for Zhejiang Shuanghuan DrivelineLtd going out to 2026, and you can see them free on our platform here..
根据这种思路,我们认为该业务的长期前景比明年的收益重要得多。在Simply Wall St,我们有分析师对2026年前浙江双环DriveLinelTD的全方位估计,你可以在我们的平台上免费查看。
You can also view our analysis of Zhejiang Shuanghuan DrivelineLtd's balance sheet, and whether we think Zhejiang Shuanghuan DrivelineLtd is carrying too much debt, for free on our platform here.
您还可以在我们的平台上免费查看我们对浙江双环传动有限公司资产负债表的分析,以及我们是否认为浙江双环传动有限公司背负了过多的债务。
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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Simply Wall St的这篇文章本质上是笼统的。我们仅使用公正的方法根据历史数据和分析师的预测提供评论,我们的文章无意作为财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之,华尔街没有持有任何上述股票的头寸。